Orion Portfolio Accounting

7.2easy start · #35 of 81
in Portfolio Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $1083.33/mo.

Orion Portfolio Accounting is ranked #35 of 81 in portfolio management software on The Geeks Club, made by Orion Portfolio Accounting (Omaha, Nebraska, United States). It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at $1083.33/mo.

Orion Portfolio Accounting plans and pricing

All plans

Foundation $13,000/yr Starts at $13,000 Annually Billing and Reporting · Orion Planning · Client Portal and Mobile App · Alternative Investing Platform orion.com · 29 Sept 2026

Essentials $18,000/yr Starts at $18,000 Annually Foundation features · Proposals and New Accounts · Orion Trading · Access to Communities · Business Intelligence orion.com · 29 Sept 2026

Advantage $28,000/yr Starts at $28,000 Annually Essentials features · Orion Risk Intelligence · Orion Compare · Orion Compliance · Amazon Redshift Data Streaming · Advisor Advocate orion.com · 29 Sept 2026

Compared on portfolio management software

Client portal: Yes
Financial planning: Yes
Proposal generation: Yes
Compliance workflows: Yes
Document vault: Yes
Billing and invoicing: Yes

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The record

Asset class coverage: multi_asset_alternatives
Performance reporting: Yes
Purpose: Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms.
Features: The platform includes advisory fee billing, performance reporting, household-level rebalancing and trading, a client portal and mobile app, professional services, cloud data warehousing, and data services.
Reporting: Advisors can create personalized reports with a drag-and-drop interface and dozens of sub-report options.
Reconciliation: Orion says it reconciles brokerage data with custodians overnight and aims to deliver reconciled positions before the U.S. market opens on a typical trading day.
Integrations: Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments.
Security: Orion says it follows NIST, ISO 27001, and SOC 1 and 2 security frameworks and standards, and that it is ISO/IEC 27001 certified.
Security controls: Orion's security statement lists multi-factor authentication, encryption, intrusion detection, backup procedures, and continuous monitoring among its controls.
Support: Orion offers support by chat, phone, email, and co-browsing, along with online training, tutorials, live weekly webinars, and subject matter experts.
Professional services: Orion's Professional Services team can assist with billing, reporting, onboarding, account and data maintenance, quarter-end work, and alternative asset maintenance.
Who it serves: Orion says the platform serves independent advisors, RIAs, broker-dealers, family offices, banks, and trust companies, from solo practices to enterprise firms.
Alternative assets: Orion supports alternative-asset reporting, billing, and aggregation through its Professional Services team and AltExchange integration.
Availability: Portfolio Accounting can be deployed as a standalone solution or bundled into Orion Foundation, Essentials, or Advantage Stacks; module availability varies by tier.
Price from: $1083.33/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#35 of 81
Best Financial Planning Software in 2026#26 of 34
Best Financial Advisor Software in 2026#21 of 31
Best Investment Accounting Software in 2026#20 of 30

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Sources

orion.com/advisor-tech/portfolio-accounting· checked 20 Sept 2026
orion.com/advisor-tech/portfolio-accounting/repor· checked 29 Sept 2026
orion.com/integrations· checked 29 Sept 2026
orion.com/security-privacy· checked 29 Sept 2026
orion.com/training-support· checked 29 Sept 2026
orion.com/advisor-tech/portfolio-accounting/profe· checked 29 Sept 2026
orion.com/advisor-tech· checked 28 Sept 2026
orion.com/advisor-tech/planning· checked 28 Sept 2026
orion.com/lp/orion-billing-and-reporting-portfoli· checked 29 Sept 2026